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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,373 | $64,729-96.3% | $112,263-97.9% | $68,490-96.5% |
| Participation rate | 82.1% | 67.2%+15.0pp | 75.1%+7.1pp | 67.9%+14.2pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,478 | $3,566-30.5% | $4,729-47.6% | $4,028-38.5% |
| Admin fee / account holder | $122 | $5,222-97.7% | $6,410-98.1% | $5,403-97.8% |